|
1
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$42.9M
|
+$321K
|
+14,688
|
+0.8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$32.7M
|
-$307K
|
-14,041
|
-0.9%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$23M
|
+$9.79M
|
+447,238
|
+75%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$21.3M
|
-$1.08M
|
-49,549
|
-5%
|
|
|
5
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$21.2M
|
+$917K
|
+41,895
|
+5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$20.8M
|
+$572K
|
+26,149
|
+3%
|
|
|
7
|
Atwood & Palmer
Kansas City,
Missouri
|
$19.9M
|
+$35.7K
|
+1,631
|
+0.2%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$19.8M
|
+$1.78M
|
+81,414
|
+10%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.2M
|
-$3.1M
|
-141,574
|
-15%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$17.7M
|
+$6.97M
|
+318,717
|
+66%
|
|
|
11
|
Journey Advisory Group
Covington,
Kentucky
|
$16.4M
|
+$629K
|
+28,723
|
+4%
|
|
|
12
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$15.6M
|
+$972K
|
+44,400
|
+7%
|
|
|
13
|
Denver PWM
Denver,
Colorado
|
$15.1M
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$15M
|
-$943K
|
-43,092
|
-6%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.5M
|
-$751K
|
-34,314
|
-5%
|
|
|
16
|
Confluence Investment Management
St. Louis,
Missouri
|
$11.4M
|
-$237K
|
-10,810
|
-2%
|
|
|
17
|
MKT Advisors
Escondido,
California
|
$10.5M
|
+$329K
|
+15,039
|
+3%
|
|
|
18
|
Wealth Management Strategies
Pittsburgh,
Pennsylvania
|
$10.4M
|
+$2.26M
|
+103,488
|
+28%
|
|
|
19
|
Legacy Private Trust
Neenah,
Wisconsin
|
$9.51M
|
+$418K
|
+19,111
|
+5%
|
|
|
20
|
Waycross Investment Management
Bellingham,
Washington
|
$9.24M
|
-$749K
|
-34,244
|
-8%
|
|
|
21
|
Eight 31 Financial
Midland,
Texas
|
$9.04M
|
+$1.27M
|
+58,031
|
+16%
|
|
|
22
|
Probity Advisors
Dallas,
Texas
|
$9.03M
|
+$386K
|
+17,652
|
+4%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$8.48M
|
+$7.41M
|
+338,814
|
+714%
|
|
|
24
|
Shelton Wealth Management
Fort Worth,
Texas
|
$8.18M
|
+$551K
|
+25,163
|
+7%
|
|
|
25
|
|
$8.13M
|
+$95.8K
|
+4,376
|
+1%
|
|
